Lenskart’s strong Q1 FY27 performance, marked by sharp profit growth, revenue expansion and improving margins, has strengthened the bullish case among brokerages. Jefferies sees further potential from international growth, premiumisation, store expansion and Meller, which it believes could become a major global brand.

The company initially plans to build a presence across Mumbai, Delhi, Indore, Bengaluru and Hyderabad, before expanding to more than 25 stores across 10 cities, with a long-term target of 100 locations nationwide.

American apparel and workwear group Kontoor Brands reported a 19 per cent YoY rise in Q2 FY26 revenue to $584 million, supported by Helly Hansen and Wrangler growth.
Adjusted operating income increased 19 per cent to $94 million, while EPS rose 13 per cent to $1.06.
The company raised its FY26 outlook, projecting revenue of $2.66–2.71 billion and higher adjusted EPS.

Gold prices have surged significantly, encouraging consumers to buy the yellow metal. Expectations of further price increases are driving purchases ahead of the festive season. Consumers are adapting by choosing lighter designs and lower-carat gold options. Jewellery purchases for festivals remain driven by tradition and sentiment. Buyers are increasingly focusing on a fixed budget rather than weight.

Bangladeshi garment exporters are pressing US buyers for compensation after absorbing part of 2025 reciprocal tariff costs through price cuts and discounts.
US importers are receiving refunds after the Supreme Court ruled against the tariff regime.
Suppliers may seek recovery through higher prices, larger orders, concessions or legal claims under LDP terms.

US Senate approval advances a two-year extension of AGOA and Haiti HOPE/HELP, keeping key duty-free apparel and textile preferences alive until December 31, 2028.
The programmes had lapsed on September 30, 2025 and were restored retroactively for only 15 months.
AAFA says the move supports sourcing stability for US firms and workforces in sub-Saharan Africa and Haiti.

Generative AI shopping searches grew 4,700 per cent in 2024-25; Adobe says AI-referred shoppers convert 42 per cent better than human-driven traffic.
SKIMS, Glossier, Spanx, Vuori, URBN, Coach, Kate Spade, Revolve and Halara are live through ChatGPT Shopping, Stripe or Google’s UCP.
Clean, frequently updated product data are becoming vital as fashion risks invisibility in AI shopping results.

Lenskart Solutions reported a 182.3% YoY jump in Q1 FY27 profit to Rs 228 crore, while revenue rose 33.6% to Rs 2,214 crore. EBITDA increased 61.3% to Rs 589 crore, with margins expanding and product margin crossing 70% for the first time.

India has raised TRACE support for export testing and certification, with micro and small enterprises eligible for up to 95 per cent of costs and medium enterprises up to 80 per cent.
TexPro shows the US, EU and UK absorbed $10.99 billion, or 69.5 per cent, of India’s apparel exports in FY2025-26.
EU product passport work and the ban on destroying unsold apparel underline rising compliance

Despite average gold prices rising 61 per cent YoY, demand remained resilient, supported by Akshaya Tritiya, regional festivals and the summer wedding season. Diamond jewellery sales increased 43 per cent YoY, with strong demand for lower-ticket products and the Everlite collection.